Civic Intelligence

The Herb-IT-Forward Foundation

990 • Fiscal year 2022 • EIN 81-3846469

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 20, 2022

Organization ProfileWWW.HERBIE.COM
1149 W Lancaster Avenue Suite U-3Bryn Mawr, PA 19010

(855) 766-1446

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.14x

Higher debt load relative to assets than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

8.5%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

58th percentile

6.7%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

29%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$338,866

Up $21,218 (+6.7%) from 2021

Net Assets

Up

$290,212

Up $19,564 (+7.2%) from 2021

Liabilities

Up

$48,654

Up $1,654 (+3.5%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin56th percentile

Revenue

Up

$301,626

Up $67,043 (+29%) from 2021

Expenses

Up

$276,128

Up $30,086 (+12%) from 2021

Net Income

Up

$25,498

Up $36,957 (+323%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2017: $33,859Liabilities 2017: $0Net Assets 2017: $33,8592017Assets 2018: $137,350Liabilities 2018: $0Net Assets 2018: $137,3502018Assets 2019: $149,191Liabilities 2019: $38,992Net Assets 2019: $110,1992019Assets 2020: $323,927Liabilities 2020: $45,000Net Assets 2020: $278,9272020Assets 2021: $317,648Liabilities 2021: $47,000Net Assets 2021: $270,6482021Assets 2022: $338,866Liabilities 2022: $48,654Net Assets 2022: $290,2122022Assets 2023: $295,245Liabilities 2023: $50,350Net Assets 2023: $244,8952023Assets 2024: $330,556Liabilities 2024: $52,571Net Assets 2024: $277,9852024

Highlighted filing

2022

Assets$338,866
Liabilities$48,654
Net Assets$290,212
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $36,400Expenses 2017: $2,541Net Income 2017: $33,8592017Revenue 2018: $223,941Expenses 2018: $120,450Net Income 2018: $103,4912018Revenue 2019: $231,234Expenses 2019: $258,385Net Income 2019: -$27,1512019Revenue 2020: $306,420Expenses 2020: $137,832Net Income 2020: $168,5882020Revenue 2021: $234,583Expenses 2021: $246,042Net Income 2021: -$11,4592021Revenue 2022: $301,626Expenses 2022: $276,128Net Income 2022: $25,4982022Revenue 2023: $281,016Expenses 2023: $328,590Net Income 2023: -$47,5742023Revenue 2024: $317,524Expenses 2024: $289,783Net Income 2024: $27,7412024

Highlighted filing

2022

Revenue$301,626
Expenses$276,128
Net Income$25,498
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 20, 2022
Return Version
2021v4.0
Gross Receipts
$301,626
Mission and Program Overview

Mission

The organization's purpose is to provide scholarships for higher education (via the philadelphia foundation) and programming to students such as the annual leadership camp, speaking seminars, mentorship and networking activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$286,798$314,765▲ $27,967
Investments in Publicly Traded Securities$29,450$24,101▼ $5,349
Prepaid Expenses and Deferred Charges$1,400--
Total Assets$317,648$338,866▲ $21,218
Liabilities
Other Liabilities$46,300$47,600▲ $1,300
Accounts Payable and Accrued Expenses$700$1,054▲ $354
Total Liabilities$47,000$48,654▲ $1,654
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$270,648$290,212▲ $19,564
Total Net Assets Fund Balance$270,648$290,212▲ $19,564
Total Liabilities and Net Assets / Fund Balance$317,648$338,866▲ $21,218
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Scot a FisherChairman of
Shelly Lotman FisherPresident
Hal RosenbluthVice Chairma
Anita HinsonDirector
Charles MurrayDirector
Jeffrey LotmanDirector
Karen LotmanDirector
Nafis SmithDirector
Stephanie HoffmanDirector
Stephen J IzziDirector
Jennifer JonesExec. Director /
Edward LackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$293,702
Program Service Revenue
$0
Investment Income
$1,617
Other Revenue
$6,307
All Other Contributions
$293,702
Change in Net Assets
$25,498

Audited Revenue Reconciliation

Revenue per Audited Statements
$301,626
Revenue Not Reported on Form 990
$-5,934
Total Revenue per Audited Statements
$295,692
Total Revenue per Form 990
$301,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$276,128
Total Fundraising Expense$16,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$138,688--$138,688
Fees for Services Other$36,577$1,043-$37,620
Fees for Services Management$12,500$6,250$6,250$25,000
Travel$8,767$452-$9,219
Information Technology$3,826$595$3,500$7,921
Other Expenses$263$124$4,880$5,267
Office Expenses$217$781$1,152$2,150
Insurance-$1,881-$1,881
Fees for Services Accounting-$1,335-$1,335
All Other Expenses-$39$446$485
Total Functional Expenses$247,400$12,500$16,228$276,128

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$276,128
Total Expenses per Audited Statements$276,128
Total Expenses per Form 990$276,128
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$47,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Scot a fisher shelly lotman-fisher chairman president karen lotman director jeffrey lotman director scot a fisher shelly lotman-fisher chairman president karen lotman director jeffrey lotman director”

Form 990, Page 6, Part VI, Line 11B

“All board members are provided with a copy of the form 990 prior to release to review and propose changes. Final drafts are approved prior to release and filing.”

Form 990, Page 6, Part VI, Line 12C

“Each year, all officers, directors and top management are required to submit declarations of any conflicts arising from any contacts within the organization.”

Form 990, Page 6, Part VI, Line 19

“ANOTHER'S WEBSITE”

Filing and Contact Details

Filer

Filer Name
The Herb-it-forward Foundation
EIN
81-3846469
Phone
8557661446
Address
1149 W LANCASTER AVENUE SUITE U-3, BRYN MAWR, PA 19010

Signing Officer

Name
Shelly Lotman Fisher
Title
President
Phone
6105138192
Signed
2022-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly Lotman Fisher
Formed
2017
Legal Domicile
De
Voting Board Members
10
Independent Board Members
6
Employees
0
Volunteers
18

Preparer

Firm
Verna & Associates
Address
105 JESSUP RD STE 100, THOROFARE, NJ 08086-9354
Preparer
Scott C Jenkins CPA
Phone
8563848400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's purpose is to provide scholarships for higher education (via the philadelphia foundation) and programming to students such as the annual leadership camp, speaking seminars, mentorship and networking activities.”

Form 990, Page 1, Part I, Line 6

“Volunteers assist with various office duties, review of scholarship applications, attending seminars and camps with the award recipients.”

Form 990, Part IX, Line 11G

“Business registration fees 0 1,018 0 consulting 5,200 0 0 event expenses 31,377 25 0 total 36,577 1,043 0”

Form 990, Part XI

“Part vi, line 2 related party information among officers president shelly lotman-fisher and director jeffrey lotman are siblings. Director karen lotman is the mother of shelly lotman-fisher and jeffrey lotman. Board chair scot fisher is spouse of shelly lotman-fisher.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF
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IRS990/PYExcessBenefitTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0293702
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 2,504 PROGRAM SERVICE FEES 3,275 BOOK SALES 4,880
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0293702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0233080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0302765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0220131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01277375
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0435
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IRS990ScheduleA/PublicSupportPY170Pct00.52160
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0220131
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01277375
IRS990ScheduleA/TotalSupportAmt01297804
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0276128
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/RevenueNotReportedAmt0-5934
IRS990ScheduleD/RevenueSubtotalAmt0301626
IRS990ScheduleD/TotalExpensesPerForm990Amt0276128
IRS990ScheduleD/TotalLiabilityAmt047600
IRS990ScheduleD/TotalRevenuePerForm990Amt0301626
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0295692
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0276128
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0LOTMAN MANAGEMENT LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt0LOTMAN MANAGEMENT LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OPERATING EXPENSE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCOT FISHER, SHELLY LOTMAN-FISHER, KAREN LOTMAN & JEFFREY LOTMAN ARE ALL RELATED FAMILY MEMBERS. ALL ARE KEY BOARD MEMBERS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE SCHOLARSHIPS FOR HIGHER EDUCATION (VIA THE PHILADELPHIA FOUNDATION) AND PROGRAMMING TO STUDENTS SUCH AS THE ANNUAL LEADERSHIP CAMP, SPEAKING SEMINARS, MENTORSHIP AND NETWORKING ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ASSIST WITH VARIOUS OFFICE DUTIES, REVIEW OF SCHOLARSHIP APPLICATIONS, ATTENDING SEMINARS AND CAMPS WITH THE AWARD RECIPIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCOT A FISHER SHELLY LOTMAN-FISHER CHAIRMAN PRESIDENT KAREN LOTMAN DIRECTOR JEFFREY LOTMAN DIRECTOR SCOT A FISHER SHELLY LOTMAN-FISHER CHAIRMAN PRESIDENT KAREN LOTMAN DIRECTOR JEFFREY LOTMAN DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO RELEASE TO REVIEW AND PROPOSE CHANGES. FINAL DRAFTS ARE APPROVED PRIOR TO RELEASE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH YEAR, ALL OFFICERS, DIRECTORS AND TOP MANAGEMENT ARE REQUIRED TO SUBMIT DECLARATIONS OF ANY CONFLICTS ARISING FROM ANY CONTACTS WITHIN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANOTHER'S WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUSINESS REGISTRATION FEES 0 1,018 0 CONSULTING 5,200 0 0 EVENT EXPENSES 31,377 25 0 TOTAL 36,577 1,043 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART VI, LINE 2 RELATED PARTY INFORMATION AMONG OFFICERS PRESIDENT SHELLY LOTMAN-FISHER AND DIRECTOR JEFFREY LOTMAN ARE SIBLINGS. DIRECTOR KAREN LOTMAN IS THE MOTHER OF SHELLY LOTMAN-FISHER AND JEFFREY LOTMAN. BOARD CHAIR SCOT FISHER IS SPOUSE OF SHELLY LOTMAN-FISHER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI
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IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1CA
IRS990/StatesWhereCopyOfReturnIsFldCd2CT
IRS990/StatesWhereCopyOfReturnIsFldCd3NH
IRS990/StatesWhereCopyOfReturnIsFldCd4NJ
IRS990/StatesWhereCopyOfReturnIsFldCd5FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0338866
IRS990/TotalAssetsGrp/BOYAmt0317648
IRS990/TotalAssetsGrp/EOYAmt0338866
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0293702
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012500
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0276128
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt048654
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0270648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0290212
IRS990/TotalProgramServiceExpensesAmt0247400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07924
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301626
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IRS990/TravelGrp/ProgramServicesAmt08767
IRS990/TravelGrp/TotalAmt09219
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,866
Liabilities
$48,654
Net assets
$290,212
Revenue
$301,626
Expenses
$276,128
Net income
$25,498
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.31$0.53$2.78$3.18$2.90$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.50$2.45$2.81$3.29$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.49$2.90$3.02$2.76$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.47$2.71$2.35$2.46$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.45$2.79$3.06$1.38$1.69
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.39$1.10$2.31$2.58$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.24$1.20$1.03
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.36$0.03$0.34